Sr. Placement Manager
达信保险经纪有限公司ShanghaiUpdate time: July 13,2019
Job Description
- Prepares spreadsheets and other documents on time to support analysis of Marsh accounts
- With supervision, assists Placement colleagues to prepare market analysis, insurance summaries etc. for supporting client facing brokers
- Should be familiar with various IT systems which related to billing or account handing
- Follows up bad debt and outstanding reports every month, and remind & assist Placement colleagues to clean
- Reviewing existing client insurance and risk programs.
- Reviews coverage specifications and policy wording to be submitted to carriers/underwriters for accuracy
- Obtains rates from insurers
- Prepares and maintains insurance comparison table
- Delivers submission to carrier/market
- Builds and maintains relationships with underwriters and peers.
- Requests and oversees follow-up for changes from underwriters.
- Schedules carrier/market presentations
- Monitors the renewal and binder control system
Checks draft & final policies and endorsements
- Maintains carrier/market contact at appropriate levels needed to execute effectively and assist the Placement Manager
- Maintains contact and relationships with Client Team to effectively service client needs
- Communicates with international network if necessary on Overseas placement
- Understands and complies with Marsh Compliance and Transparency Standards
Requirements:
Has basic understanding & knowledge of Non-Life insurance, with 5 years related working experience.
Good communication and English skills
Good team work sprit and good at various internal reports & numerical analysis
Bachelor or above
职能类别: 保险经纪人/保险代理
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上班地址:上海浦东新区陆家嘴环路1000号恒生银行30楼022室
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